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Flat Fee, Advice Only, and Hourly Financial Planners (or those interested in being one) are meeting up in Philadelphia!About this Event
We are the Transparent Advisor Movement, www.transparentfinancialadvisor.com
Bringing logic, clarity, and fairness to financial advice
We welcome all flat fee advisors, advice only planners, and hourly advisors - or just anyone who simply believes in transparency in financial advice - to atttend our events.
Agenda
🕑: 09:00 AM - 09:15 AM
Welcome and Round the Table Intros
🕑: 09:15 AM - 10:15 AM
Advisor-Led Discussion, "Advice Only challenges and solutions"
Host: Mike Staman
🕑: 10:15 AM - 10:45 AM
Speed Networking - switch up every 3 minutes
🕑: 10:45 AM - 11:15 PM
Advisor-Led Discussion, "How I built my Hourly Planning practice"
Host: Carey Morgan
🕑: 11:15 PM - 12:00 PM
Conclusion and Group Picture
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Event venue & nearby stays
CultureWorks Greater Philadelphia, 1315 Walnut Street, Philadelphia, United States
Tickets
USD 23.18
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